Filed: 2/2/2024ACC: 0001376474-24-000059
📋 What this filing means
STANLEY-LAMAN GROUP, LTD. filed this quarterly 13F‑HR report disclosing 236 equity positions with a total reported market value of $653.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
236
Positions
$653.63M
Total AUM (reported)
56.79M
Total Shares
Allocation by class
COM$483.93M74.0%
CL A$64.67M9.9%
COM CL A$25.33M3.9%
ORDINARY SHARES$13.11M2.0%
COMMON STOCK$10.37M1.6%
ORD SHS$8.13M1.2%
SHS$8.07M1.2%
Portfolio Concentration
Top 3$39.14M6.0%
4–10$68.98M10.6%
11–25$117.93M18.0%
Rest$427.59M65.4%
Top 3 weight
6.0%
Top 10 weight
16.5%
Voting Authority Distribution
Total shares with voting rights: 56.79M
Sole
Full voting authority
56.79M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole236
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings236
Rows:
MICROSOFT CORP
SOLEShares35.73K
TypeSH
Market value$13.44M
2.06%
Sole
35.73K
Shared
0.00
None
0.00
GAMBLING COM GROUP LTD F
SOLEShares1.34M
TypeSH
Market value$13.11M
2.01%
Sole
1.34M
Shared
0.00
None
0.00
SPRINKLR INC CLASS A
SOLEShares1.05M
TypeSH
Market value$12.59M
1.93%
Sole
1.05M
Shared
0.00
None
0.00
CAMECO CORP F
SOLEShares281.41K
TypeSH
Market value$12.13M
1.86%
Sole
281.41K
Shared
0.00
None
0.00
INSPIRE MEDICAL SYSTEMS
SOLEShares51.05K
TypeSH
Market value$10.39M
1.59%
Sole
51.05K
Shared
0.00
None
0.00
HASHICORP INC CLASS A
SOLEShares418.28K
TypeSH
Market value$9.89M
1.51%
Sole
418.28K
Shared
0.00
None
0.00
LINDE PLC F
SOLEShares23.14K
TypeSH
Market value$9.50M
1.45%
Sole
23.14K
Shared
0.00
None
0.00
SENTINELONE INC CLASS A
SOLEShares333.65K
TypeSH
Market value$9.16M
1.40%
Sole
333.65K
Shared
0.00
None
0.00
SHOCKWAVE MEDICAL INC
SOLEShares47.47K
TypeSH
Market value$9.05M
1.38%
Sole
47.47K
Shared
0.00
None
0.00
SCHRODINGER INC
SOLEShares247.77K
TypeSH
Market value$8.87M
1.36%
Sole
247.77K
Shared
0.00
None
0.00
EXACT SCIENCES CORPORATI
SOLEShares119.24K
TypeSH
Market value$8.82M
1.35%
Sole
119.24K
Shared
0.00
None
0.00
BLACKLINE INC
SOLEShares140.35K
TypeSH
Market value$8.76M
1.34%
Sole
140.35K
Shared
0.00
None
0.00
UIPATH INC CLASS A
SOLEShares335.46K
TypeSH
Market value$8.33M
1.27%
Sole
335.46K
Shared
0.00
None
0.00
SMARTSHEET INC CLASS A
SOLEShares173.33K
TypeSH
Market value$8.29M
1.27%
Sole
173.33K
Shared
0.00
None
0.00
JFROG LTD F
SOLEShares235.03K
TypeSH
Market value$8.13M
1.24%
Sole
235.03K
Shared
0.00
None
0.00
BILL HOLDINGS INC
SOLEShares99.15K
TypeSH
Market value$8.09M
1.24%
Sole
99.15K
Shared
0.00
None
0.00
APPIAN CORP 00500 CLASS A
SOLEShares211.23K
TypeSH
Market value$7.95M
1.22%
Sole
211.23K
Shared
0.00
None
0.00
MONDAY COM LTD F
SOLEShares41.82K
TypeSH
Market value$7.85M
1.20%
Sole
41.82K
Shared
0.00
None
0.00
ZSCALER INC
SOLEShares34.05K
TypeSH
Market value$7.54M
1.15%
Sole
34.05K
Shared
0.00
None
0.00
ZOOMINFO TECHNOLOGIES IN
SOLEShares407.07K
TypeSH
Market value$7.53M
1.15%
Sole
407.07K
Shared
0.00
None
0.00
APPLE INC
SOLEShares39.04K
TypeSH
Market value$7.52M
1.15%
Sole
39.04K
Shared
0.00
None
0.00
PAYCOM SOFTWARE INC
SOLEShares36.33K
TypeSH
Market value$7.51M
1.15%
Sole
36.33K
Shared
0.00
None
0.00
OKTA INC CLASS A
SOLEShares82.27K
TypeSH
Market value$7.45M
1.14%
Sole
82.27K
Shared
0.00
None
0.00
FIVE9 INC
SOLEShares90.73K
TypeSH
Market value$7.14M
1.09%
Sole
90.73K
Shared
0.00
None
0.00
PAGERDUTY INC
SOLEShares302.49K
TypeSH
Market value$7.00M
1.07%
Sole
302.49K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 35.73K | SH | $13.44M 2.06% | 35.73K | 0.00 | 0.00 |
GAMBLING COM GROUP LTD FSOLE | ORDINARY SHARES | 1.34M | SH | $13.11M 2.01% | 1.34M | 0.00 | 0.00 |
SPRINKLR INC CLASS ASOLE | CL A | 1.05M | SH | $12.59M 1.93% | 1.05M | 0.00 | 0.00 |
CAMECO CORP FSOLE | COM | 281.41K | SH | $12.13M 1.86% | 281.41K | 0.00 | 0.00 |
INSPIRE MEDICAL SYSTEMSSOLE | COM | 51.05K | SH | $10.39M 1.59% | 51.05K | 0.00 | 0.00 |
HASHICORP INC CLASS ASOLE | COM CL A | 418.28K | SH | $9.89M 1.51% | 418.28K | 0.00 | 0.00 |
LINDE PLC FSOLE | COM | 23.14K | SH | $9.50M 1.45% | 23.14K | 0.00 | 0.00 |
SENTINELONE INC CLASS ASOLE | CL A | 333.65K | SH | $9.16M 1.40% | 333.65K | 0.00 | 0.00 |
SHOCKWAVE MEDICAL INCSOLE | COM | 47.47K | SH | $9.05M 1.38% | 47.47K | 0.00 | 0.00 |
SCHRODINGER INCSOLE | COM | 247.77K | SH | $8.87M 1.36% | 247.77K | 0.00 | 0.00 |
EXACT SCIENCES CORPORATISOLE | COM | 119.24K | SH | $8.82M 1.35% | 119.24K | 0.00 | 0.00 |
BLACKLINE INCSOLE | COM | 140.35K | SH | $8.76M 1.34% | 140.35K | 0.00 | 0.00 |
UIPATH INC CLASS ASOLE | CL A | 335.46K | SH | $8.33M 1.27% | 335.46K | 0.00 | 0.00 |
SMARTSHEET INC CLASS ASOLE | COM CL A | 173.33K | SH | $8.29M 1.27% | 173.33K | 0.00 | 0.00 |
JFROG LTD FSOLE | ORD SHS | 235.03K | SH | $8.13M 1.24% | 235.03K | 0.00 | 0.00 |
BILL HOLDINGS INCSOLE | COM | 99.15K | SH | $8.09M 1.24% | 99.15K | 0.00 | 0.00 |
APPIAN CORP 00500 CLASS ASOLE | CL A | 211.23K | SH | $7.95M 1.22% | 211.23K | 0.00 | 0.00 |
MONDAY COM LTD FSOLE | SHS | 41.82K | SH | $7.85M 1.20% | 41.82K | 0.00 | 0.00 |
ZSCALER INCSOLE | COM | 34.05K | SH | $7.54M 1.15% | 34.05K | 0.00 | 0.00 |
ZOOMINFO TECHNOLOGIES INSOLE | COMMON STOCK | 407.07K | SH | $7.53M 1.15% | 407.07K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 39.04K | SH | $7.52M 1.15% | 39.04K | 0.00 | 0.00 |
PAYCOM SOFTWARE INCSOLE | COM | 36.33K | SH | $7.51M 1.15% | 36.33K | 0.00 | 0.00 |
OKTA INC CLASS ASOLE | CL A | 82.27K | SH | $7.45M 1.14% | 82.27K | 0.00 | 0.00 |
FIVE9 INCSOLE | COM | 90.73K | SH | $7.14M 1.09% | 90.73K | 0.00 | 0.00 |
PAGERDUTY INCSOLE | COM | 302.49K | SH | $7.00M 1.07% | 302.49K | 0.00 | 0.00 |
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